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Spark Investment Management’s WSFS Financial WSFS Stock Holding History

Spark Investment Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-14,600
Closed -$363K – 278
2020
Q1 		$363K Sell
14,600
-13,500
-48% -$488K 0.19% 166
2019
Q4 		$1.24M Buy
+28,100
New +$1.23M 0.14% 195

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Spark Investment Management's WSFS Position: Q2 2020 in Review

Spark Investment Management sold out of WSFS Financial (WSFS) in Q2 2020, closing a stake of 14,600 shares — an estimated $363K sold.

Spark Investment Management first reported a position in WSFS in Q4 2019 and held it in 2 quarters. The position peaked at $1.24M in Q4 2019. 169 funds tracked by Wall St. Rank hold WSFS as of Q2 2020.

  • Spark Investment Management reported no remaining WSFS Financial position as of Q2 2020 after selling out during the quarter.
  • Spark Investment Management sold 14,600 WSFS Financial shares in Q2 2020, an estimated $363K.
  • Spark Investment Management first reported a position in WSFS Financial in Q4 2019 and held it in 2 quarters.
  • Spark Investment Management's WSFS Financial position peaked at $1.24M in Q4 2019.
  • 169 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2020.

Based on Spark Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.